Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.626 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49673.4 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43633.23 Kr¶
PnL: ---------------------------------------> -1242.35 Kr¶
DD now: ---------------------------------> -6.489 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 12:36:06.154691'
Anic Portfolio¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.250000 | 1518.370000 | 95.370000 | 6.700000 | 1423.000014 |
| Hennes & Mauritz B | 6 | -0.970000 | 916.080000 | 4.080000 | 0.450000 | 912.000000 |
| Profoto Holding | 7 | 0.000000 | 585.200000 | 3.200000 | 0.550000 | 581.999999 |
| Nederman Holding | 1 | -4.270000 | 202.000000 | 3.000000 | 1.510000 | 199.000000 |
| JM | 7 | 0.600000 | 945.700000 | -4.300000 | -0.450000 | 950.000002 |
| Atrium Ljungberg B | 5 | 0.390000 | 897.500000 | -6.500000 | -0.720000 | 904.000000 |
| ASSA ABLOY B | 4 | -0.320000 | 985.600000 | -7.400000 | -0.750000 | 993.000000 |
| INVISIO | 15 | 0.210000 | 3562.500000 | -9.500000 | -0.270000 | 3571.999995 |
| Biotage | 1 | -2.040000 | 139.100000 | -9.900000 | -6.640000 | 149.000000 |
| Gränges | 10 | 0.880000 | 1027.000000 | -12.000000 | -1.150000 | 1039.000000 |
| AcadeMedia | 20 | -0.580000 | 964.400000 | -13.600000 | -1.390000 | 978.000000 |
| OX2 | 12 | -1.320000 | 894.600000 | -14.400000 | -1.580000 | 909.000000 |
| Vitrolife | 3 | 0.820000 | 662.400000 | -14.600000 | -2.160000 | 677.000001 |
| Eastnine | 6 | -2.190000 | 642.000000 | -15.000000 | -2.280000 | 657.000000 |
| BioGaia B | 8 | 1.000000 | 888.800000 | -15.200000 | -1.680000 | 904.000000 |
| Bufab | 3 | 0.060000 | 1060.200000 | -15.800000 | -1.470000 | 1076.000001 |
| Vitec Software Group B | 2 | -1.810000 | 1085.000000 | -19.000000 | -1.720000 | 1104.000000 |
| Latour B | 4 | -1.320000 | 836.800000 | -19.200000 | -2.240000 | 856.000000 |
| Creaspac SPAC | 40 | 0.000000 | 3812.000000 | -22.000000 | -0.570000 | 3834.000000 |
| Investor B | 3 | -0.330000 | 635.550000 | -22.450000 | -3.410000 | 657.999999 |
| SKF B | 5 | 0.740000 | 955.500000 | -24.500000 | -2.500000 | 980.000000 |
| Sandvik | 4 | 0.340000 | 821.200000 | -26.800000 | -3.160000 | 848.000000 |
| Addnode Group B | 7 | -1.180000 | 877.100000 | -27.900000 | -3.080000 | 904.999998 |
| Alimak Group | 12 | 0.370000 | 975.600000 | -31.400000 | -3.120000 | 1007.000004 |
| Sagax B | 4 | -1.890000 | 851.600000 | -33.400000 | -3.770000 | 885.000000 |
| Hoist Finance | 36 | 0.560000 | 977.400000 | -33.600000 | -3.320000 | 1010.999988 |
| Sagax A | 4 | -2.290000 | 852.000000 | -34.000000 | -3.840000 | 886.000000 |
| Hexatronic Group | 15 | -1.090000 | 1033.200000 | -37.800000 | -3.530000 | 1071.000000 |
| Byggmax Group | 33 | -0.990000 | 926.640000 | -40.360000 | -4.170000 | 966.999990 |
| EQT | 4 | -2.260000 | 830.000000 | -43.000000 | -4.930000 | 873.000000 |
| Orrön Energy | 170 | -2.570000 | 2001.750000 | -44.250000 | -2.160000 | 2045.999980 |
| Catena | 2 | -0.260000 | 754.400000 | -51.600000 | -6.400000 | 806.000000 |
| Platzer Fastigheter Holding B | 12 | -1.060000 | 898.800000 | -52.200000 | -5.490000 | 951.000000 |
| HEXPOL B | 8 | -4.760000 | 896.800000 | -60.200000 | -6.290000 | 957.000000 |
| Hexagon B | 26 | -0.810000 | 3356.600000 | -63.400000 | -1.850000 | 3420.000012 |
| VEF | 788 | -0.780000 | 1798.220000 | -104.780000 | -5.510000 | 1903.000300 |
| Sedana Medical | 93 | 0.290000 | 2572.380000 | -411.200000 | -13.780000 | 2983.577733 |
| TOTAL | 43639.990000 | -1235.590000 | -6.47622% | 44875.578016 |
Updated:¶
'2023-06-21 12:35:40.370768'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
